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Asset Allocation

The multi-asset perspective, covering trends across key asset classes and relative weightings between them.

Asset Allocation

Is Growth the new Yield? With David Lane | Webinar & Podcast

After 5 years of falling RBA rates and the fact that income needs are rising against falling “safe” investment returns, what can clients do? Growth was good before...
Damien Klassen
Nucleus Wealth
Income Series 2020

eBook: 9 ways to solve your income puzzle

Australians are experiencing a historically low cash rate of 0.25% which is great for mortgage holders but less than ideal for those with savings accounts, term...
Livewire Exclusive
Livewire Markets
Asset Allocation

One last hurrah for the 60/40 stocks and bonds portfolio?

Markets move in cycles. The last 40 years have seen interest rates down from 20% to less than 1%, quietly fuelling a rise in bond returns over the same time. This has...
Damien Klassen
Nucleus Wealth
Asset Allocation

How to prepare for catastrophe, pandemics and inflation risk

Because no one has a crystal ball, modelling a range of inflationary scenarios helps MLC best position its portfolios to combat ongoing uncertainty. The MLC Investment...
Livewire Exclusive
Livewire Markets
Asset Allocation

Your diversification free lunch is not “all you can eat”

Nobel prize winner Harry Markowitz gets the credit for coining the phrase that “diversification is the only free lunch in finance”. Add the insight that stock markets...
Damien Klassen
Nucleus Wealth
Asset Allocation

Investing in a risky world

There is a smart investment approach in the presence of such uncertainty. It is diversification: across asset classes, across regions and across industries. That way,...
Jasmin Argyrou
Jasmin Argyrou
Credit Suisse
Asset Allocation

Six problems with the equity bull thesis

The 2008 financial crisis was, at least in part, due to a fundamental flaw in the pricing of Credit Default Swaps on housing lending. Analysts who justify the current...
Damien Klassen
Nucleus Wealth
Asset Allocation

Will the Gold price continue to climb? With funds manager John Deniz | Webinar & Podcast

On the agenda, the correlation between USD & Gold, where we see the gold price heading, the US budget deficit and global liquidity. Additionally, the panel share what...
Damien Klassen
Nucleus Wealth
Asset Allocation

3 reasons to love unlisted assets

Private equity appeals to perhaps more investors than ever, given historically low interest rates, flattening of fixed income yields and COVID’s crushing of stock...
Glenn Freeman
Livewire Markets
Asset Allocation

3 infrastructure strategies tipped to catch the COVID snap-back

Power companies are boring but critical; water is a liquid asset with a solid outlook; and mid-sized infrastructure opportunities are on the rise, say a trio of...
ARF
GMG
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Glenn Freeman
Livewire Markets
Asset Allocation

There may be trouble ahead…

But while there’s moonlight and music, and love and romance, let’s face the music and dance… That’s kind of how it feels at the moment as we head into the later part...
Raf Choudhury
Raf Choudhury
State Street Investment Management
Asset Allocation
Sponsored

You are invited to Pinnacle’s 2020 Virtual Summit

At a time when it's harder than ever to make sense of financial markets, Pinnacle’s 2020 Virtual Summit will bring together some of the brightest minds in Australian...
Livewire Exclusive
Livewire Markets
Asset Allocation
Sponsored

Finding tomorrow’s star performers

Ahead of the Pinnacle 2020 Virtual Summit, we asked two Alternatives managers and two Emerging Strategies managers to share a chart from their presentation and explain...
Livewire Exclusive
Livewire Markets
Asset Allocation
Sponsored

Real assets to underpin infrastructure-led recovery

Ahead of the upcoming Pinnacle 2020 Virtual Summit, we asked three Real Asset and Infrastructure managers to share a chart from their presentation and explain its...
Livewire Exclusive
Livewire Markets
Asset Allocation

How should investors allocate to government bonds today?

The increase in borrowing by governments around the world because of COVID-19 will push budget deficits to well above peak levels during the financial crisis and into...
Vishal Teckchandani
Livewire Markets
Asset Allocation

Markets in the eye of the storm

Investment markets are in the eye of the storm. The initial storm danger came as COVID-19 hit, decimating jobs and smashing demand. Governments and central banks ably...
Damien Klassen
Nucleus Wealth
Asset Allocation

The changing face of diversification

I have spent an awful lot of the past 30 years saying basically two things - don’t try and time the market and be well-diversified. Both of these investment mantras...
Tom Stevenson
Fidelity International
Asset Allocation

If you're not prepared for low rates, you'll work forever. Have you told your boss?

Many readers of Livewire will be either managing their own portfolios and want to be informed, or they have outsourced the management of their portfolios and are...
Mark Todd
Mark Todd
Bank of China
Asset Allocation

Vaccine or no vaccine: Hamish Douglass is preparing for either scenario

When is Magellan’s Hamish Douglass going to spend the $11 billion his Global Equities strategy has sitting in the bank? And what’s he going to buy? The deployment of...
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Vishal Teckchandani
Livewire Markets
Asset Allocation

Get More From Your Cash Allocation

For the last decade, the Australian cash rate was high enough that investors could allocate a portion of their portfolio to cash or term deposits and earn a reasonably...
Aaditya Thakur
PIMCO
Income Series 2020

Assets that march to a different beat

Australian investors overwhelmingly rely on the local share market to generate income, but with the outbreak of COVID-19 clouding the outlook for economic growth and...
Sarah Jones
Sarah Jones
Livewire Markets
Income Series 2020

Livewire Webinar: Putting the income pieces together

Over the past few weeks, we have featured a series of nine educational articles focused on investing in income-generating asset classes. I recently hosted a live...
James Marlay
Livewire Markets
Asset Allocation

Will Insolvencies topple the Australian economy? w/ Caroline Di Russo | Webinar & Podcast

Markets have disconnected from economic reality; seemingly unphased by some of the worst economic fundamentals we've seen. We’re looking at factors that could bring...
Damien Klassen
Nucleus Wealth
Asset Allocation

Why diversity doesn't mean share price equality

Diversity issues have exploded into the global zeitgeist over the past few months as Black Lives Matter protests have rocked cities around the world. From an...
Damien Klassen
Nucleus Wealth
Asset Allocation

Happy days for markets as flood of money continues

There are plenty of investors questioning the veracity and sustainability of the rally in equity markets through the June quarter (particularly in the US), in the face...
Simon Doyle
Schroders
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